How does the solution help me to locate specific documents quickly across a large employee population?

A unified employee workspace organises files with a predefined folder structure, consistent metadata and taxonomy. Full-text search functionality lets you locate, report on and export documents without navigating multiple systems — streamlining audits, manager requests and compliance reviews.

Does the solution support electronic signatures?

Yes. Integrated electronic signature capabilities through SAP Signature Management by Docusign streamline document approvals and help reduce processing times — keeping the full document workflow within your HR system.

How do I know when an employee's file is incomplete or a document has expired?

File completeness checks proactively identify missing or expired documents across your workforce. HR teams and compliance officers can define rules for required document types and retention timeframes based on local and global policies — applied consistently across all employee files to reduce risk and improve audit readiness.

Can the solution automatically create documents when an employee is hired or changes roles?

Yes. Intelligent services can automatically trigger document creation based on hiring or job changes — so the right documents are generated and stored in the employee file without manual intervention. Bulk document generation is also available for high-volume scenarios.

Can employees request their own documents without going through HR?

Yes. Permissioned employees can generate documents directly from predefined templates created by HR — including employment verification letters and other frequently requested items — from a secure self-service workspace. This reduces reliance on shared services and help desks for routine document requests.

SAP SuccessFactors Document Management Core by OpenText

What is SAP SuccessFactors Document Management Core by OpenText?

Streamline your HR processes with centralised employee document management

With the SAP SuccessFactors Document Management Core solution by OpenText, you can store, manage and create documents as part of the digital employee record, increasing efficiency and reducing costs.

Cloud deployment
Support shared services model
Interactive HR document generation
Retention management

Read the solution brief

WEBINAR

Simplify HR with a digital document management strategy

Join SAP, IDC and CNH to explore how a unified approach to HR document management can help streamline processes and support greater productivity.

Watch on-demand

Key benefits

Manage HR compliance obligations

Leverage retention and access management capabilities to support data protection and privacy management.

Increase efficiency and productivity

Access, update and manage documents quickly in a single solution, increasing service levels and accelerating response times for shared services.

Streamline HR communications

Support employee engagement with a flexible and adaptive solution to build customised communications between HR and your employees.

Key features

Compliance management

Define and set document retention and deletion rules for predefined periods.
Identify automatically when documents are missing or out-of-date.
Manage role-based permissions for access control.
Meet regulatory and data privacy requirements with complete, audit-ready employee files.

Document management

Process new documents with the ticketing dashboard.
Capture changes and updates and monitor access of documents with the activity log.
Enable employee self-service for document access, generation and updates.
Leverage full-text search to locate employee files in a unified view.

Document generation

Provide approved templates and text blocks to generate consistent communications.
Create dynamic documents using conditional text formatting.
Leverage data in SAP SuccessFactors HCM to expedite HR document generation.
Streamline approvals with integrated electronic signature capabilities through the SAP Signature Management application by Docusign.

Pricing

WEBINAR

Discover the ROI of unifying core HR, time and payroll

Tune in to hear new insights on unifying HR systems to improve efficiency and ROI from IDC and SAP SuccessFactors.

Watch on-demand

Resources

Optimising employee experiences and streamlining HR document management

Learn how SAP uses SAP SuccessFactors Extended ECM by OpenText to simplify the management of its HR documents and ensure compliance in all countries where the company operates, while maintaining a global perspective.

Technical and security resources

Visit SAP Help Portal

SAP Help Portal

Visit SAP Help Portal to find detailed documentation, guides, and articles to help you implement, configure, and optimise SAP products.

Data security

Learn how SAP helps you protect your data's integrity, availability, and confidentiality.

Explore data security

Trust

Discover how SAP builds trust through transparency, accountability, and secure cloud operations.

Explore SAP Trust Center

Compliance

Learn how SAP supports your compliance needs with certifications, attestations, and audit-ready reports.

Explore compliance

Get started

Jump-start your implementation and drive ROI by collaborating with industry experts, consultants and support engineers throughout your journey.

SAP Enterprise Support, cloud edition for SAP SuccessFactors HCM

Embedded in every SAP cloud solution at no additional fee, the SAP Enterprise Support, cloud editions offering can help drive your immediate and ongoing success through expert guidance, SAP Enterprise Support Academy, tools, reports, and services.

Learn more about SAP Enterprise Support

SAP Preferred Success for HCM solutions from SAP

Our success resources from SAP Preferred Success can help you realise the value of your HCM solutions from SAP, achieve your desired business outcomes, enhance the user experience, and improve business performance and process integration.

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Frequently asked questions

: A unified employee workspace organises files with a predefined folder structure, consistent metadata and taxonomy. Full-text search functionality lets you locate, report on and export documents without navigating multiple systems — streamlining audits, manager requests and compliance reviews.
: Yes. Integrated electronic signature capabilities through SAP Signature Management by Docusign streamline document approvals and help reduce processing times — keeping the full document workflow within your HR system.
: File completeness checks proactively identify missing or expired documents across your workforce. HR teams and compliance officers can define rules for required document types and retention timeframes based on local and global policies — applied consistently across all employee files to reduce risk and improve audit readiness.
: Yes. Intelligent services can automatically trigger document creation based on hiring or job changes — so the right documents are generated and stored in the employee file without manual intervention. Bulk document generation is also available for high-volume scenarios.
: Yes. Permissioned employees can generate documents directly from predefined templates created by HR — including employment verification letters and other frequently requested items — from a secure self-service workspace. This reduces reliance on shared services and help desks for routine document requests.